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Atticus Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Atticus Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4
Closed -$105 – 542
2025
Q2 		$105 Hold
4
– – ﹤0.01% 671
2025
Q1 		$97 Hold
4
– – ﹤0.01% 501
2024
Q4 		$107 Hold
4
– – ﹤0.01% 517
2024
Q3 		$108 Hold
4
– – ﹤0.01% 513
2024
Q2 		$99 Sell
4
-166
-98% -$3.94K ﹤0.01% 524
2024
Q1 		$4.19K Buy
170
+166
+4,150% +$3.89K ﹤0.01% 451
2023
Q4 		$98 Sell
4
-10,144
-100% -$214K ﹤0.01% 550
2023
Q3 		$210K Buy
10,148
+38
+0.4% +$834 0.08% 122
2023
Q2 		$221K Sell
10,110
-7,640
-43% -$159K 0.08% 123
2023
Q1 		$372K Buy
17,750
+60
+0.3% +$1.29K 0.14% 87
2022
Q4 		$358K Buy
17,690
+14,730
+498% +$302K 0.15% 92
2022
Q3 		$58K Hold
2,960
– – 0.03% 219
2022
Q2 		$58K Sell
2,960
-8,656
-75% -$185K 0.02% 239
2022
Q1 		$275K Buy
11,616
+11,612
+290,300% +$274K 0.1% 122
2021
Q4 		$0 Hold
4
– – ﹤0.01% 481
2021
Q3 		$0 Hold
4
– – ﹤0.01% 446
2021
Q2 		$0 Buy
+4
New +$102 ﹤0.01% 392
2020
Q2 		– Sell
-2,108
Closed -$27K – 318
2020
Q1 		$27K Sell
2,108
-668
-24% -$11.4K 0.02% 194
2019
Q4 		$52K Buy
+2,776
New +$50.2K 0.03% 175

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Atticus Wealth Management's SCHA Position: Q3 2025 in Review

Atticus Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2025, closing a stake of 4 shares — an estimated $105 sold.

Atticus Wealth Management first reported a position in SCHA in Q4 2019 and held it in 19 quarters. The position peaked at $372K in Q1 2023. 1,165 funds tracked by Wall St. Rank hold SCHA as of Q3 2025.

  • Atticus Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 4 Schwab U.S Small- Cap ETF shares in Q3 2025, an estimated $105.
  • Atticus Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and held it in 19 quarters.
  • Atticus Wealth Management's Schwab U.S Small- Cap ETF position peaked at $372K in Q1 2023.
  • 1,165 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.